CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in HLIO — Helios Technologies, Inc.
CIK 1365707
Norwell, MA
Position in HLIO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$331,385
+$95,582 QoQ
Shares Held
3,713
+1.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#190
of 281 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $13,159,811 across 9 Specialty Industrial Machinery names. HLIO ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
18,152 | $8,986,692 | |
| 2 | NDSN |
Nordson Corp
|
4,649 | $1,402,556 | |
| 3 | IEX |
Idex Corp /De/
|
5,194 | $1,178,778 | |
| 4 | GNRC |
Generac Holdings Inc.
|
3,969 | $1,162,162 | |
| 5 | HLIO |
Helios Technologies, Inc.
This page
|
3,713 | $331,385 | |
| 6 | GEV |
GE Vernova Inc.
|
36 | $42,294 | |
| 7 | WTS |
Watts Water Technologies Inc
|
55 | $21,529 | |
| 8 | PH |
Parker-Hannifin Corp
|
18 | $17,606 |
All Filings in HLIO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,385 | 3,713 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $235,803 | 3,644 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||